Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Sebastian Goulbourne is a financial advisor with Wells Fargo Clearing Services, LLC, working from their Alpharetta, GA office. Stephen is licensed to provide securities advice and has a series of professional qualifications including Series 7, Series 6, Series 63, and SIE. Stephen has been in the financial services industry since 2017, and is currently registered in Georgia, New Jersey, Oregon, and South Carolina. Stephen's areas of expertise include insurance companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Stephen has been with Wells Fargo Clearing Services, LLC since 2017. Wells Fargo Clearing Services, LLC is a large firm with approximately $10 billion - $50 billion in assets under management and a client count of 5927. The firm offers a range of financial services to individuals, businesses, and institutions, including investment consulting services, financial planning, pension consulting, and portfolio management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
GA
10/03/2017 - Present
Wells Fargo Clearing Services, LLC (ALPHARETTA GA)
BC
Issued 12/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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